+76.1%
IVV vs NVT
+115.2%
-39.0%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +8.0% | -7.6% | -1.3% |
| 7D | -2.7% | -15.7% | +13.0% | +0.3% |
| 30D | -5.4% | -36.6% | +31.2% | +3.3% |
| 3M | -4.1% | -34.8% | +30.8% | +3.6% |
| 6M | +0.7% | -38.2% | +39.0% | +9.4% |
| YTD | +8.7% | +4.8% | +3.9% | +2.7% |
| 1Y | +11.0% | -2.8% | +13.8% | +6.6% |
| All | +76.1% | +115.2% | -39.0% | +26.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NVT.
Daily Out/Under-Performance
Portfolio return minus NVT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded NVT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling